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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,554 | $109,411+101.6% | $89,435+146.6% | $158,982+38.7% |
| Participation rate | 11.1% | 74.3%-63.2pp | 68.0%-56.9pp | 82.0%-70.9pp |
| Annual return | 7.30% | 345.68%-338.4pp | 245.55%-238.3pp | 302.99%-295.7pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |